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Notis

Localize onboarding credits automatically

Start every customer relationship with a clear, localized credit value.

Trigger

New User Created

Triggered when a new user is created in Zendesk.

Action

Convert Currency

Tool to perform a single currency conversion from one currency to another for a specified amount. Use when you need to convert a specific amount between two currencies using mid-market rates.

Why this helps

Operations teams manually recalculate welcome credits for international users.

  • Consistent credit values
  • Faster onboarding operations
  • Fewer calculation errors

Setup

Build it in a few focused steps.

  • 1Connect Zendesk and CurrencyScoop in Notis.
  • 2Create an automation and name the onboarding outcome.
  • 3Tell Notis to convert the configured credit amount into each new user's preferred currency.
  • 4Choose New User Created and select a report destination.
  • 5Test with one user who has a currency and credit amount.

Questions about this workflow

Where does the base credit amount come from?

Include the fixed amount and source currency in your automation instruction.

Can it handle missing preferences?

Ask Notis to flag users whose preferred currency is absent.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Zendesk to CurrencyScoop. A trigger fires from one place; an action lands in another.

Zendesk triggers

CurrencyScoop actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Convert Currency

Tool to perform a single currency conversion from one currency to another for a specified amount. Use when you need to convert a specific amount between two currencies using mid-market rates.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Currencies

Tool to retrieve all supported currencies including their names and countries. Use when you need information about available currencies, either fiat or crypto.

ActionInstant

New User Created

Triggered when a new user is created in Zendesk.

TriggerInstant

Get Historical Exchange Rates

Tool to retrieve historical exchange rate data for past dates going back to 1996. Use when you need to access exchange rates for a specific historical date with a base currency.

ActionInstant

New Zendesk Ticket

Triggers when a new ticket is created in a specified Zendesk view.

TriggerPolling

Get Latest Exchange Rates

Tool to get real-time exchange rates for all supported currencies with a specified base currency. Use when you need current exchange rates for currency conversions or financial calculations.

ActionInstant

Get Timeseries Exchange Rates

Tool to retrieve historical exchange rates for a given time period between start and end dates. Use when you need exchange rates for multiple dates in a date range for trend analysis or historical comparisons.

ActionInstant

Connect any two apps with Notis in the middle.

Zendesk and CurrencyScoop, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

Save your first hour today.

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No card. Works with personal or business CurrencyScoop.